About the Microsoft Dynamics 365 data actions integration

AI-generated summary

Genesys Cloud provides a Microsoft Dynamics 365 data actions integration that enables organizations to act on data within Microsoft Dynamics 365 using both static and custom actions. The integration allows users to create custom actions or utilize automatically generated static actions to support routing decisions within interaction flows in Architect, present information to agents through Scripts, or perform other data operations. Implementation requires reviewing requirements, registering the integration in Azure Active Directory, and adding it to Genesys Cloud. The integration includes security mechanisms to protect web service endpoints and ensure that only authorized data actions communicate with those endpoints. Users can test data actions for debugging purposes and access troubleshooting resources for common issues. The integration supports performance analysis through Data Actions Performance Detail and views, with comprehensive documentation covering concepts, setup procedures, custom action creation, and security best practices

The Microsoft Dynamics 365 data actions integration uses static and custom actions to act on data in Microsoft Dynamics 365.

Overview

The Microsoft Dynamics 365 data actions integration provides static actions and allows you to create custom actions that you can use to act on data in Microsoft Dynamics 365. You can use these data actions to make routing decisions within your interaction flow in Architect, to present information to your agents in Scripts, or to act on data in other ways.

Get started

Review the requirements. Then register the integration in Azure Active Directory and add the integration in Genesys Cloud. After you add the integration, either create a custom action or use a static action that the integration automatically generated.

Security

You can use several mechanisms to further secure your web service endpoints when you use data actions. These mechanisms help ensure that only data actions and no unrelated parties communicate with your endpoints.

Security for data actions

Troubleshoot

Browse information about common issues. Test data actions for help debugging issues.

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